Original filing (PDF)20250602092048NAL0026333874001

H E B FEDERAL CREDIT UNION

Name: H E B FEDERAL CREDIT UNION — H E B FEDERAL CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: H E B FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

H E B FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H E B FEDERAL CREDIT UNION.

Plan sponsor

Name

H E B FEDERAL CREDIT UNION

EIN

74-6067520

Address

PO BOX 782529 · SAN ANTONIO, TX · 782782529

Phone

(210) 938-7850

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

RESOURCE ONE CREDIT UNION

RESOURCE ONE CREDIT UNION 401(K) PLAN

$13.7M · 172 participants

MEMBERS PLUS CREDIT UNION

MEMBERS PLUS CREDIT UNION PENSION PLAN

$13.6M · 43 participants

BLUE EAGLE CREDIT UNION

BLUE EAGLE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

$13.6M · 24 participants

FINANCIAL PLUS CREDIT UNION

FINANCIAL PLUS CREDIT UNION RETIREMENT SAVINGS PLAN

$13.7M · 106 participants

CREDIT UNION OF DENVER

CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN